Selling a Package from an Invoice

The package feature allows staff to either:

Sell a New Package from an Invoice

Step 1: Open the invoice and go to the Package tab.

You will see a list of active package templates.

Step 2: Select a Package Template

When you select a package template, a pop-up window will open where you can adjust the package details before adding it to the invoice.

You can edit the following:

Step 3: Add the Package to the Invoice

After reviewing the package details, the system will add the package record to the invoice as a line item.

The package line item can be edited or removed like any other invoice item.

Editable fields include:

Note:

The tax type for the package follows the tax rules of the service.

Step 4: Package Creation

Once the invoice is processed and fully paid, the system will automatically create a package record for the client.

The client can then start using the package sessions.

Add an Existing Unpaid Package to an Invoice

If a client already has an unpaid package record, you can add that record to an invoice instead of creating a new one.

From the Invoice

Open the Package tab in the invoice.

Any unpaid package records for the client will appear in the list, and you can add them to the invoice.

From the Package Record

You can also create an invoice directly from the Package Record Details page.

This allows you to quickly generate an invoice for an existing unpaid package.

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